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SPDR Portfolio S&P 500 Value ETF

1,030 hedge funds and large institutions have $22.2B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 448 increasing their positions, 343 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $21.7B → $22.2B (+$507M)

5.13% less ownership

Funds ownership: 88.56%83.43% (-5.1%)

8% less funds holding in top 10

Funds holding in top 10: 170157 (-13)

Holders
1,030
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
157
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.4M
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAW
176
Signal Advisors Wealth
Michigan
$14.7M
FTWA
177
Fifth Third Wealth Advisors
Ohio
$14.7M
TC
178
TownSquare Capital
Utah
$14.5M
MFA
179
Millington Financial Advisors
Illinois
$14.4M
AWM
180
Atticus Wealth Management
Florida
$14.3M
IA
181
IFG Advisory
Georgia
$14.1M
FWM
182
Foguth Wealth Management
Michigan
$14.1M
VCP
183
Verus Capital Partners
Arizona
$14M
RF
184
rebel Financial
Ohio
$14M
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$13.7M
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$13.7M
KWM
187
Kingsview Wealth Management
Oregon
$13.6M
LFG
188
Larson Financial Group
Missouri
$13.6M
CSP
189
Cary Street Partners
Virginia
$13.5M
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$13.5M
Citadel Advisors
191
Citadel Advisors
Florida
$13.4M
SIG
192
Sargent Investment Group
Maryland
$13.4M
EFH
193
Eaton Financial Holdings
Florida
$13.3M
SF
194
Symphony Financial
Texas
$13.2M
MWM
195
Meridian Wealth Management
Kentucky
$13.2M
Legacy Financial Group (Iowa)
196
Legacy Financial Group (Iowa)
Iowa
$12.8M
MFG
197
Merit Financial Group
Georgia
$12.5M
PA
198
Probity Advisors
Texas
$12.5M
DWM
199
Dogwood Wealth Management
Kansas
$12.4M
PWM
200
Power Wealth Management
Georgia
$12.4M